Employee Benefits Account Manager (Fintech)

Location: On-site in Ontario, California, United States

Salary: $70,000–$95,000 per year

Company

hirify.global is a global fintech company providing insurance, reinsurance, payroll, employee benefits, cybersecurity, mortgage, and related services, with more than 19,000 colleagues in over 20 countries.

What you will do

• Service employee benefits accounts, including quotes, policies, ID cards, endorsements, certificates, claims, renewals, correspondence, and client inquiries.
• Develop coverage strategies, collect renewal data, support insurance marketing and sales, and assist with claims.
• Review policies and endorsements for accuracy and maintain client records and activity documentation in Applied Systems / EPIC.
• Use upload, download, and interface technology and coordinate information with other departments.
• Keep Producers and management informed about account activity and potential issues.
• Maintain knowledge of underwriting requirements, policy provisions, industry trends, and insurance license compliance.

Requirements

• Active Health & Life License required.
• Minimum of 2 years of experience in employee benefits required.
• High school diploma required.
• Strong organizational skills, prioritization, initiative, and problem-solving ability.
• Computer skills, specifically Microsoft Word, Outlook, and Excel.
• Excellent verbal and written communication and strong interpersonal skills.
• Ability to calculate discounts, interest, premiums, commissions, proportions, and percentages.
• Knowledge and application of insurance principles in everyday situations.

Nice to have

• Applied Systems / EPIC experience.
• Employee Navigator experience.
• CPCU or completion of a specialized training course.

Culture & Benefits

• On-site presence is expected to support collaboration, team leadership, and cross-functional partnerships.
• Medical, dental, vision, life, disability, fertility, wellness, and paid sick-time benefits.
• Paid time off, holidays, Employee Assistance Program, and Calm app subscription.
• 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, legal plan options, and pet insurance.
• Benefits may vary by subsidiary and geographic location; eligibility and waiting periods may apply.

Hiring process

• Final candidates must complete post-offer verification processes related to the role and applicable laws.